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We provide a library of financial calculators to help you begin planning your financial future-from forecasting your retirement options or child's college fund to estate planning and mortgage refinancing. Interactive calculations, dynamic graphs, and fully customizable reports are just a few features provided with our calculators to support thorough financial planning and a sound decision-making process. Though not a substitute for advice and information provided by a qualified professional, our calculators offer a good starting point to a secure future.

 

Loan Amortization CalculatorUse this calculator to calculate a loan amount based on your desired monthly payment or to calculate a monthly payment based on a loan amount.
Children's Education SavingsUse this calculator to evaluate and determine if you need to make changes to your college savings plan.
Buying vs. Leasing - AutoUse this calculator to determine if you should lease or buy your next vehicle.
Life Insurance CalculatorHow much life insurance do you really need? Find out here!
Mutual Fund Expense CalculatorThis calculator can help you analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in your fund's prospectus, you can see the impact of fees and operating expenses on your investment.
Social Security BenefitsUse this calculator to estimate your Social Security benefits.
Mortgage CalculatorUse this calculator to view the total interest and total payment for a mortgage based on the loan amount, term, and interest rate you enter.
Savings GoalsWhat will it take to reach your savings goal? This financial calculator helps you find out.
72(t) CalculatorThe IRS Rule 72(t) allows for penalty free, early withdrawals from retirement accounts. This allows you to begin receiving money from your retirement accounts before you turn age 59 1/2 without the normal 10% penalty. Use this calculator to determine your allowable 72(t) Distribution and how it can help fund your early retirement.
Required Minimum DistributionsThe IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning. Use this calculator to determine your Required Minimum Distributions.